Sam Boswell Automotive Group

Mandates & Visibility

Operating rhythm for directive tracking, daily floor reporting, weekly pulse review, and 90-day visibility.

Initiative Mandate Log

M-01
On trackAt riskOff track

Deal duration tracking

Owner: General Manager + CRM Admin

CRM configured with stage timestamps, team trained on logging, and duration reviewed weekly.

W1
W2
W3
W4
W5
W6
M-02
On trackAt riskOff track

Daily training cadence

Owner: General Manager

15–20 minute session held every operating day with attendance logged and content documented.

W1
W2
W3
W4
W5
W6
M-03
On trackAt riskOff track

Phone call recording + scoring

Owner: General Manager + BDC Manager

Recording active, sales calls captured, and weekly scoring completed with each rep.

W1
W2
W3
W4
W5
W6
M-04
On trackAt riskOff track

Internet lead response SLA

Owner: BDC / Internet Manager

All internet leads receive a personalized first response inside the agreed response window.

W1
W2
W3
W4
W5
W6

Daily Floor Visibility Report

Required daily fields
Internet leads received
Total outbound calls made
Appointments set and shown
Internet-sourced units sold
CRM entries logged same-day
Follow-up tasks completed
Daily compliance checks
  • Training held on time and without interruption
  • Leads handled inside the agreed SLA
  • Appointments and CRM activity logged same-day
  • General Manager reinforced rather than diluted the process
  • No mandate-contrary instructions were observed

Day rating

1 Off track · 2 Struggling · 3 Adequate · 4 Strong · 5 Exceptional

Weekly Alignment Pulse

20-minute standing meetingDP chairs, Sam Boswell Automotive facilitates
00:00–02:00 Opening and purpose statement
02:00–06:00 Mandate log review by current RAG status
06:00–12:00 Say/Do ratio review and evidence check
12:00–16:00 Floor metrics and FMX rubric highlights
16:00–19:00 Commitments for next week from DP, General Manager, and Sam Boswell Automotive
19:00–20:00 Read-back recap and distribution plan

90-Day Compliance Scorecard

12-week rolling view

Enter G, A, R, or — each week to keep a single visible source of truth for the engagement.

GAR—
Initiative
Owner
W1
W2
W3
W4
W5
W6
W7
W8
Deal duration tracking
General Manager + CRM Admin
·
·
·
·
·
·
·
·
Daily training cadence
General Manager
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·
·
·
·
·
·
·
Phone call recording + scoring
General Manager + BDC Manager
·
·
·
·
·
·
·
·
Internet lead response SLA
BDC / Internet Manager
·
·
·
·
·
·
·
·

Weekly health snapshot

ActionMonitor
ActionConverse
ActionEscalate
ActionReset